Jim Cramer's Mad Money Review

Bullish calls:
Caterpillar (NYSE: CAT - News): 'I wish I hadn't talked about it, so I could have bought more... I urge you to buy that. I see an upside surprise.'Level 3 Communications (NasdaqGS: LVLT - News): 'We caught it at $3. It went to $6. It's pulled back. I don't know when the (bandwidth) shortage is going to flash, 'Shortage! Shortage! Shortage!,' but when it does, you can't wait and then buy it! You have to keep it now.'Allscripts Healthcare Solutions (NasdaqGS: MDRX - News): 'Hey, anything that does healthcare cost containment like Medco Health is just fantastic in this market. It's a triple buy!'Cheesecake Factory (NasdaqGS: CAKE - News): ' ... they have to put up more stores. I think it's a decent buy right here. It's come down a lot. Let's pull the trigger on some CAKE... even though the bears would say that no one is ever going to have cheesecake, because they can't afford it anymore...'Johnson Controls (NYSE: JCI - News): ' ... the lead just killed them! I think the lead price is coming down... I think JCI is going back up. I like the stock. This is a classic example of what you should be buying right now...'Amylin Pharmaceuticals (NasdaqGS: AMLN - News): 'I think biotech is precisely right going into the fall. AMLN is good ... new position. I have not liked that stock... 'Amgen (NasdaqGS: AMGN - News): 'Amgen is good...'Ladish (NasdaqGM: LDSH - News): 'I think that LDSH is a great buy, but the one thing I'd caution... How many stocks can say this?... 52-week high... but again, jet engines. That's a keeper.'Woodward Governor (NasdaqGS: WGOV - News)Sun Microsystems (NasdaqGS: SUNW - News): 'Unbelievable quarter ... This is a company I have hated for a decade! I got bullish on it about a quarter ago ... Don't run from SUNW. Run to it! Buy, buy, buy!'Ryerson (NYSE: RYI - News)Reliance Steel (NYSE: RS - News): ' ... as good as RYI is, Reliance Steel is even better!'Google (NasdaqGS: GOOG - News): ' GOOG's done going down. The bears are going to be trapped ... I think GOOG's going back to its high ... No one thinks that except for me... Buy, buy, buy!'Continental Resources (NYSE: CLR - News): 'I think you can stick with CLR.'XTO Energy (NYSE: XTO - News): 'I am sticking with, and buying for my charitable trust, XTO Energy, which is now the cheapest oil and gas company in the world!'
Bearish calls:
Whirlpool (NYSE: WHR - News): 'That was a bad quarter ... It wasn't saved by Brazil. I've got to give you a don't buy.'
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Labels: AMGN, AMLN, CAKE, CAT, CLR, GOOG, JCI, Jim Cramer, LDSH, Lightning Round, LVLT, MDRX, RS, RYI, SUNW, WGOV, WHR, XTO

Bullish calls:
Cleveland-Cliffs (NYSE: CLF - News): 'Cheap, cheap, cheap, cheap, cheap! This is an iron pellet company, and there is a worldwide shortage of iron ... I believe that CLF - if it does not get the stock higher - will be purchased by another company - buy buy buy!'Vodafone (NYSE: VOD - News): 'I think the 3% yield, plus the incredible assets it has in Europe yields a buy, and I would buy the stock.'Gilead Sciences (NasdaqGS: GILD)Celgene (NasdaqGS: CELG): 'I've got the CELG at $55.'Genzyme (NasdaqGS: GENZ)Infosys Technologies (NasdaqGS: INFY): 'You know that's one of my favorite outsourcing companies! Now there are a lot of people who won't want to put money in Bangalor... I think those people are short-sighted.'Accenture (NYSE: ACN - News): ' ... you could always do ACN, ahead of next week's quarter, which I think will be good.'Six Flags (NYSE: SIX - News): 'They reported a quarter that everyone said was bad. And did the stock blink an eye? Absolutely not. I am with you. I believe the comparisons will be really easy for SIX. Pull the trigger my friend.'Sun Microsystems (NasdaqGS: SUNW): 'I think SUNW is okay. This is a new position for me. I have historically disliked SUNW... At $6 bucks, I don't know... enough hate is enough. They've got a new CEO. They've got a KKR shareholder. I think there's a lot of ways to win. $1 down, $3 up.'Indevus Pharmaceuticals (NasdaqGM: IDEV): 'I recommended IDEV... and it is still ramping... but it's a little $6 stock, so I'm not going to push it hard here. They've got a lot of compounds... I would take a shot. It's a flyer. It's a speculative name.'Apple (NasdaqGS: AAPL): 'If it's going to $100 and beyond, I don't think $93 is a bad level, but let's do it this way: Let's buy 25 shares, with the hope it comes in so we can get our 100 shares in... I think iPhone is going to be gigantic. 'Amgen (NasdaqGS: AMGN): 'I say buy it here with a minimum risk/reward. Maybe even do it in deep-in-the-money in options.'
Bearish calls:
Boston Scientific (NYSE: BSX - News): ' We pulled the trigger, and told people to sell at $18, and I am not changing my mind. I still don't like BSX, even down here at $15. Sell, sell, sell!'Baidu.com (NasdaqGM: BIDU): 'I can never trust the communist Chinese communists to allow a free-speech internet to be able to prosper... which is why I refuse to endorse BIDU. Don't buy, don't buy.'Pozen (NasdaqGM: POZN): ' Too dicey, ever since they did that migraine game... I've got the CELG at $55. That's better. I like the GILD better too. And let's not forget GENZ!Nokia (NYSE: NOK - News): 'NOK is falling apart.'Motorola (NYSE: MOT - News): 'MOT is competely and utterly just (house of pain)।'
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Labels: ACN, AMGN, BIDU, BSX, CELG, CLF, GENZ, GILD, IDEV, INFY, Jim Cramer, Lightning Round, Mad Money, MOT, NOK, POZN, SIX, SUNW, VOD

"Pipeline Play": Biosite (NasdaqGS: BSTE)Cramer wanted viewers to take a look at Biosite which will be in demand if the Democrats "storm the winter palace" in November, because the money will go out of Big Pharma into "small, diagnostic plays." He likes the fact that Biotech is new and not yet played out, and comments that this producer of diagnostic tests keeps reinvesting money into new products. Cramer added Biosite is "sitting on top of a new product cycle," and should see an upside as well as more analyst coverage. He also predicts a short squeeze which should bring the stock up, and notes the company implemented a 12% buyback of its stock, and Fidelity is increasing its stake in the company from 12% to 15%. Cramer likes Biosite as a "pipeline story" and thinks the shorts are going to be sorry.Here Comes the Sun Microsystems (NasdaqGS: SUNW)Cramer declares that SUNW, a stock he has "hated for a very long time," is now an "under -$10 turnaround" because its new management is making serious changes by cutting costs and continuing to improve its sales. However, he cautions against impulse buying, and urges investors to find a good entry point and not to buy before Monday afternoon. Cramer sees upgrade potential, notes that its server business is "en fuego" and its software business is strong. He reminds investors to use limit orders when buying.The Week Ahead: GlobalSantaFe (NYSE: GSF - News), Marvell Technology (NasdaqGS: MRVL), Analog Devices (NYSE: ADI - News), Blockbuster (NYSE: BBI - News), Dynegy (NYSE: DYN - News), Foster Wheeler (NasdaqGS: FWLT), McDermott (NYSE: MDR - News), Charter Communications (NasdaqGM: CHTR), Sprint (NYSE: S - News), Gap (NYSE: GPS - News), Viacom , and VeriFone (NYSE: PAY - News)On Monday, Cramer suggests buying GSF before it reports a "blowout quarter" and would pick up MRVL after its disappointing report. He sees hope for MRVL because ADI indicated the worst is over in the chip inventory cycle. Cramer says investors should sell BBI before Tuesday and buy some back after a selloff, and he would do the same with DYN. He predicts strong earnings for FWLT and MDR, would buy CHTR ahead of its report, and would only pick up Sprint if it has an "incredibly miserable" quarter. Cramer also suggests taking a look at GPS, Viacom and PAY.Mad Mail: Sirius Satellite Radio (NasdaqGS: SIRI) and XM Satellite Radio (NasdaqGS: XMSR)When faced with a potential merger, Cramer says it is better to buy stock in the stronger rather than the weaker company, because even if the deal is off, the better company will rise.

Labels: ADI, BBI, BSTE, CHTR, DYN, FWLT, GPS, GSF, Jim Cramer, Mad Money, MDR, MRVL, PAY, S, SIRI, SUNW, XMS

Yahoo (NASDAQ: YHOO - News), Google (NASDAQ: GOOG - News), Sun Microsystems (NASDAQ: SUNW - News), AT & T (NYSE: T - News), Verizon (NYSE: VZ - News), Apple (NASDAQ: AAPL - News), Norfolk Southern (NYSE: NSC - News), Union Pacific (NYSE: UNP - News), Lennar (NYSE: LEN - News), Centex Corp (NYSE: CTX - News), Toll Brothers (NYSE: TOL - News), DR Horton (NYSE: DHI - News) and Pulte (NYSE: PHM - News)
Cramer described the "glass half full mode" in tech as the shorts were looking at options expiration last week. "We were confounded by the work off of the options hangover which then positioned tech to be too low and ready for a trade -- just a trade, but a trade is worth grabbing." He added that the fact that Yahoo is up even though the company "doesn't have a clue" will give hedge funds the impression that it will go up whether Yahoo is good or bad and will encourage the shorts to change their position. Cramer also noted that Google was up on Yahoo, and that SUNW is also up, but he doesn't think that the company is doing anything interesting. What Cramer does find interesting is AT & T's strategy, outlined in its conference call, to take customers away from Verizon wireless by offering free service for a 18 months to Apple's iPhone users. Cramer says that NSC's drop is a "false tell" because the company periodically messes up and then ramps. He predicts that UNP will reach $110 to $115 from a recent $97. The "infrastructure crumble" for trucks make the rails "superior to almost any other trend I've got." Cramer calls CTX a "bunch of idiots" because they, along with LEN, TOL, DR Horton and PHM were too bullish at the top. "None of these companies distinguished themselves as good businessmen," he said. "None of them turned out to be cautious." However, he likes the fact that these companies are not building more homes, and prefers being long land inventory than home inventory because land is selling.
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Labels: AAPL, CTX, DHI, GOOG, Jim Cramer, LEN, NSC, PHM, SUNW, T, TOL, UNP, VZ, YHOO

Bullish calls:
Toyota Motor (NYSE: TM - News): 'This was going to be my stock of the year... It's taking big share from GM and F. I think the stock, ultimately, could go to $200 ... Let's wait until it goes down below $130, and then we pull the trigger.'Spectra Energy (NYSE: SE - News): ' If you got this through the Duke spinoff, I would tell you to keep buying it. I think it's going to be one of the best natural gas distribution stocks out there and those yield a lot and have very, very steady dividend increases (sound of truck doing a 'mon-back).'Kinder Morgan Energy (NYSE: KMP - News): 'Richard Kinder is the smartest man in the oil business.'Cisco (NASDAQ: CSCO - News): ' We are just so solemnly behind CSCO, that we are not going to even think about being in another stock.'Saks (NYSE: SKS - News)Time Warner (NYSE: TWX - News)Hewlett-Packard (NYSE: HPQ - News): 'I want you to buy HPQ.'
Bearish calls:
Yamana Gold (AMEX: AUY - News): ' I happen to think that AUY is the best gold stock but, if I'm right about commodities, gold is about to have a leg down ... only at $10, do you pull the trigger.'Ultra Petroleum (AMEX: UPL - News): 'That house of pain is absolutely going to continue for some time ... I suggest that you take a long-term view, but understand that there could be 15% more downside in UPL.'Deere (NYSE: DE - News): 'Coming down a little. The stock was an unbelievable performer last year ... Let's ring the register. Those who want to be in DE... I may suggest that $85 is where I'd feel comfortable recommending it.'EarthLink (NASDAQ: ELNK - News): ' ... you have to understand, it's really speculative, and that terrific CEO just died of cancer. So the stock has kind of lost its way.'Cleveland Cliffs (NYSE: CLF - News): ' ... the problem here, is that all the mineral stocks are in free fall in America, but CLF has 8% growth. Its stock is just too cheap. If you can wait until the cycle turns - it may be 18 months - you can hold onto CLF. But, if you bought it much lower, ring the register, because it's going to have some downside.'Amylin Pharmaceuticals (NASDAQ: AMLN - News): 'We rang the register at $47 and we said stay away, and I mean stay away. Sell, sell, sell!'AngioDynamics (NASDAQ: ANGO - News): ' ... the news that came out this week ... - is a fantastic opportunity to take profits. I want to distance myself from that speculative stock right now.'Sonus Networks (NASDAQ: SONS - News): 'That's had a good run. Let's take it off the table.'Shanda Interactive (NASDAQ: SNDA - News): 'Don't get me in that cauldron ... I say take the profit. Make the money. I've had enough of it. Sell, sell, sell.'Sun Microsystems (NASDAQ: SUNW - News): ' No, no, no. Sell that. I want you to buy HPQ.'Harrah's Entertainment (NYSE: HET - News): 'You already won. Ring the register. Let's move on. Sell, sell, sell.'MGM Mirage (NYSE: MGM - News): 'Take the win. Sell, sell, sell!'
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Labels: AMLN, ANGO, AUY, CLF, CSCO, DE, ELNK, HET, HPQ, KMP, Mad Money, MGM, SE, SKS, SNDA, SONS, SUNW, TM, TWX, UPL

Bullish calls:
Toyota Motor (NYSE: TM - News): 'This was going to be my stock of the year... It's taking big share from GM and F. I think the stock, ultimately, could go to $200 ... Let's wait until it goes down below $130, and then we pull the trigger.'Spectra Energy (NYSE: SE - News): ' If you got this through the Duke spinoff, I would tell you to keep buying it. I think it's going to be one of the best natural gas distribution stocks out there and those yield a lot and have very, very steady dividend increases (sound of truck doing a 'mon-back).'Kinder Morgan Energy (NYSE: KMP - News): 'Richard Kinder is the smartest man in the oil business.'Cisco (NASDAQ: CSCO - News): ' We are just so solemnly behind CSCO, that we are not going to even think about being in another stock.'Saks (NYSE: SKS - News)Time Warner (NYSE: TWX - News)Hewlett-Packard (NYSE: HPQ - News): 'I want you to buy HPQ.'
Bearish calls:
Yamana Gold (AMEX: AUY - News): ' I happen to think that AUY is the best gold stock but, if I'm right about commodities, gold is about to have a leg down ... only at $10, do you pull the trigger.'Ultra Petroleum (AMEX: UPL - News): 'That house of pain is absolutely going to continue for some time ... I suggest that you take a long-term view, but understand that there could be 15% more downside in UPL.'Deere (NYSE: DE - News): 'Coming down a little. The stock was an unbelievable performer last year ... Let's ring the register. Those who want to be in DE... I may suggest that $85 is where I'd feel comfortable recommending it.'EarthLink (NASDAQ: ELNK - News): ' ... you have to understand, it's really speculative, and that terrific CEO just died of cancer. So the stock has kind of lost its way.'Cleveland Cliffs (NYSE: CLF - News): ' ... the problem here, is that all the mineral stocks are in free fall in America, but CLF has 8% growth. Its stock is just too cheap. If you can wait until the cycle turns - it may be 18 months - you can hold onto CLF. But, if you bought it much lower, ring the register, because it's going to have some downside.'Amylin Pharmaceuticals (NASDAQ: AMLN - News): 'We rang the register at $47 and we said stay away, and I mean stay away. Sell, sell, sell!'AngioDynamics (NASDAQ: ANGO - News): ' ... the news that came out this week ... - is a fantastic opportunity to take profits. I want to distance myself from that speculative stock right now.'Sonus Networks (NASDAQ: SONS - News): 'That's had a good run. Let's take it off the table.'Shanda Interactive (NASDAQ: SNDA - News): 'Don't get me in that cauldron ... I say take the profit. Make the money. I've had enough of it. Sell, sell, sell.'Sun Microsystems (NASDAQ: SUNW - News): ' No, no, no. Sell that. I want you to buy HPQ.'Harrah's Entertainment (NYSE: HET - News): 'You already won. Ring the register. Let's move on. Sell, sell, sell.'MGM Mirage (NYSE: MGM - News): 'Take the win. Sell, sell, sell!'
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Labels: AMLN, ANGO, AUY, CLF, CSCO, DE, ELNK, HET, HPQ, KMP, Lightning Round, MGM, SE, SKS, SNDA, SONS, SUNW, TM, TWX, UPL

Bullish calls:
Lockheed Martin (NYSE: LMT - News): 'You cannot stop defense stocks! ... and the cheapest and the best, right here, right now, is LMT!'L-3 Communications (NYSE: LLL - News)Northrop Grumman (NYSE: NOC - News)Boeing (NYSE: BA - News): 'First of all, after the close, a 17% dividend boost. Is there anything this company doesn't do? ... I think that BA is going to $100. Big orders ... That is one of my favorite companies in the DOW.'NYSE (NYSE: NYX - News): ' No one is championing this stock except for me! I'm all alone, and that makes me like it even more! Could this stock go to $200? Mark my words, I think it will!'DivX (NASDAQ: DIVX - News): 'I think that DIVX goes higher. I like the stock. I'm not dissuaded by the fact that it's near its 52-week high. I think it goes back to $31 before year end.'Disney (NYSE: DIS - News): ' I recommened that stock at $32. It should not have gone down, after it reported that quarter. It is inching its way up to $38.'Coldwater Creek (NASDAQ: CWTR - News): 'Look, I know that people are saying, 'hold it, Cramer.' He blew that CWTR. All I can say is, sometimes stocks get put on sale, when they go from regional-to-national. And, here's what I'm doing (backing up the truck) CWTR.'Arris Group (NASDAQ: ARRS - News): 'Don't, don't give up ... I just wish they hadn't done that convertible deal - they hurt me.'BEA Systems (NASDAQ: BEAS - News): 'We are going to wake up one day, and BEAS is going to be appreciably higher. It has obviously been hurt by the options ugly stick (backdating)... But BEAS should not be punished ... if they don't get the stock up, will be purchased by Oracle.'VeriSign (NASDAQ: VRSN - News): 'You wait until it goes back to $22 or $23, and then you buy a little more. It's an up stock that's doing really well, that's got a lot of momentum with good earnings power. I say stick with it.'Phelps Dodge (NYSE: PD - News): 'Steve Cohen - one of the best investment managers - has said that that bid that it's gotten is too low. I'm with Steve. This stock should be bought ...There's another 20 points,'Verizon (NYSE: VZ - News): ' VZ is a good, cheap stock with a good dividend.'Yamana Gold (AMEX: AUY - News): 'It remains my favorite gold stock. Two thumbs up, way up.'
Bearish calls:
Brocade Communications (NASDAQ: BRCD - News): I'm worred about BRCD ... I like the long-term story, but ... Don't buy, don't buy. I am not clear about BRCD and cannot recommend it on this very show.'Panacos Pharmaceuticals (NASDAQ: PANC - News): 'Oh man, now you're talking about dicey ... I cannot bless a company that has no revenues to speak of in the last two quarters and no earnings ... Don't buy, don't buy.'Advanced Micro Devices (NYSE: AMD - News): ' I keep thinking that's opportunity knocking, but everytime I do it, I feel like (whipping sound). Here's the problem: they are in a price war - and a price war nobody wins!'Intel (NASDAQ: INTC - News): 'INTC and AMD have thin margins and I don't want to buy them! Don't buy, don't buy.'Sun Microsystems (NASDAQ: SUNW - News): 'I think that this is just one of those stocks that was way too high, went down a lot, and is now just trying to find itself - $5-6, $5-6. In other words, stay away.'Hansen Natural (NASDAQ: HANS - News)New York Community Bancorp (NYSE: NYB - News)Toro (NYSE: TTC - News): 'You missed it. It had a big run. I'd rather ring the register. Nice dividend boost though.'

Labels: AMD, BRCD, HANS, INTC, Jim Cramer, Lightning Round, Mad Money, NYB, PANC, SUNW, TTC